FRAGX Mutual Fund

FRAGX Mutual Fund

NAV$14.65
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Returns Overview

1 Month
-1.49%
3 Months
+0.21%
6 Months
+12.75%
YTD
+10.02%
1 Year
+13.58%
3 Years (annualized)
+18.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FRAGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+6.10%
vs Peers
+3.92%

FRAGX Mutual Fund Performance

FRAGX performance across multiple time periods: 1-month -1.49%, YTD 10.02%, 1-year 13.58%, 3-year 18.02%.

FRAGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

FRAGX vs another fund shows side-by-side returns. FRAGX alternatives are available in the Mutual Fund Screener.